Crawford Dean Wealth Management Limited was created following a merger of two long established Financial Planning practices - Wilson Dean Associates and Heath Crawford Wealth Management.
Our business is designed to provide a bespoke Financial Planning service to our wide ranging clientele, who require an efficient and adaptable relationship with regard to their changing requirements.
We attach particular importance to monitoring and reviewing our recommendations as our clients' financial and personal objectives change over time.
In our experience, wealth is rarely created overnight but comes as the result of a carefully plotted journey. The relationships we build with our clients are based on mutual respect and the recognition that they have worked hard to get to their financial position. It is our responsibility to work just as hard when we manage their wealth.
We understand that there are no off-the-shelf solutions and that every single one of our clients has his or her own personal concerns, responsibilities and ambitions. The solutions that work for one might simply not work for another. Our relationship-based advice strategy ensures we have a thorough understanding of how we can help our clients to achieve their long-term financial goals.
The investment world is complicated and our Wealth Managers keep abreast of changing trends in the marketplace, especially in the current financial climate. The St. James's Place Investment Management Approach allows us to provide expert knowledge and the most appropriate services to each of our clients.